ADARE ASSET MANAGEMENT, LLC

1853 William Penn Way
Suite 14
Lancaster, Pennsylvania 17601
Tel: 717-435-9386

About ADARE ASSET MANAGEMENT, LLC

ADARE ASSET MANAGEMENT, LLC, formally registered with the SEC as ADARE ASSET MANAGEMENT, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.

ADARE ASSET MANAGEMENT, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $126,930,400 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152471
SEC#	801-124714
Assets Managed by Firm	$126,930,400
No. of Clients	216
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$126,930,400
Individuals (other than high net worth individuals)	11	$4,049,373
High net worth individuals	59	$114,247,572
Corporations or other businesses	6	$5,562,111

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